To get your historical transactions from Zerodha, you can request year-wise reports in Console.


Follow the steps below to request your contract note report for each financial year:

  1. Login to Zerodha Console at https://console.zerodha.com/


  2. Next, click Reports > Downloads



  3. On the next screen, select the following:

    - Report type: XLSX
    - Date range: You can select 1 financial year at a time.
    - Category: Equity

    Keep the other options unchanged and then click Email

    Repeat Step 3 for every financial year that you need data for.



  4. Once you have requested the year-wise reports on Console, go to your email.

    For each year-wise report, you will receive an email from Zerodha with a download link.

    Download these reports and then go back to MProfit.




  5. Come back to MProfit and import your files using the template: Zerodha - Multi CN (EQ)